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IFG Advisors

Latest statistics and disclosures from IFG Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, VOO, EFA, IJR, QQQ, and represent 44.07% of IFG Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO, EFA, IJH, IJR, VCSH, BIV, VNQ, NFLX, SCZ, ICF.
Started 5 new stock positions in CVNA, VCIT, UPS, IEFA, USEW.
Reduced shares in these 10 stocks: CTAS (-$27M), SPY, QQQ, MDY, IWB, VIG, AGG, BSVO, RSP, AAPL.
Sold out of its position in AGG.
IFG Advisors was a net seller of stock by $-21M.
IFG Advisors has $601M in assets under management (AUM), dropping by -1.98%.
Central Index Key (CIK): 0001783412

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Positions held by IFG Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for IFG Advisors

IFG Advisors holds 154 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	12.8	$77M	-2%	113k	681.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.7	$58M	+5%	93k	627.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	7.7	$46M	+3%	481k	96.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	7.2	$43M	+2%	361k	120.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.6	$40M	-3%	65k	614.31	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.9	$30M		117k	252.92	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	4.6	$28M	-2%	46k	603.28	View chart
Apple (AAPL)	3.1	$19M		68k	271.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.1	$19M	+5%	280k	66.00	View chart
Ishares Tr Select Divid Etf (DVY)	2.7	$16M	+2%	115k	141.14	View chart
Ishares Tr Select Us Reit (ICF)	2.3	$14M	+2%	236k	59.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$12M		195k	62.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$12M	+2%	223k	53.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.8	$11M		135k	78.81	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.7	$10M		72k	143.33	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.4	$8.6M	+7%	110k	77.88	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.3	$7.8M	+6%	101k	77.53	View chart
Cintas Corporation (CTAS)	1.2	$7.4M	-78%	39k	188.07	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$7.3M		185k	39.59	View chart
NVIDIA Corporation (NVDA)	1.0	$5.9M		31k	186.50	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.0	$5.8M		12k	480.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$5.6M	+10%	64k	88.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$4.7M		18k	257.94	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.7	$4.4M		55k	80.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$4.0M		13k	313.00	View chart
Microsoft Corporation (MSFT)	0.5	$3.0M		6.3k	483.60	View chart
JPMorgan Chase & Co. (JPM)	0.5	$2.8M		8.8k	322.20	View chart
Micron Technology (MU)	0.5	$2.8M	-3%	9.9k	285.40	View chart
Amazon (AMZN)	0.4	$2.6M		11k	230.83	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.6M	+5%	24k	107.11	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.4	$2.5M	-8%	108k	23.30	View chart
Capital One Financial (COF)	0.4	$2.5M		10k	242.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$2.4M		5.1k	473.34	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.4M		20k	120.34	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$2.2M	+14%	105k	21.00	View chart
Spdr Series Trust State Street Spd (SPSM)	0.4	$2.2M		46k	46.86	View chart
Meta Platforms Cl A (META)	0.3	$2.1M		3.2k	660.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.0M	+3%	7.0k	290.24	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$2.0M	+64%	25k	79.73	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$1.9M	-2%	41k	46.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.8M	+2%	7.2k	246.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.7M		5.2k	335.29	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.7M		52k	32.73	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$1.6M	+12%	15k	106.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.6M	-3%	3.2k	502.66	View chart
American Express Company (AXP)	0.3	$1.6M		4.2k	369.93	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$1.6M	+6%	16k	96.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.5M		4.8k	313.81	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.5M		25k	59.54	View chart
Philip Morris International (PM)	0.2	$1.4M		8.6k	160.40	View chart
Tesla Motors (TSLA)	0.2	$1.4M		3.1k	449.72	View chart
Morgan Stanley Com New (MS)	0.2	$1.4M		7.6k	177.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.2M	-3%	9.8k	123.27	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$1.2M		57k	20.89	View chart
Palo Alto Networks (PANW)	0.2	$1.2M	-3%	6.5k	184.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.2M	+2%	2.4k	487.84	View chart
Abbvie (ABBV)	0.2	$1.1M		4.9k	228.49	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.1M	-34%	3.0k	373.41	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$1.1M		24k	44.41	View chart
Corning Incorporated (GLW)	0.2	$971k		11k	87.56	View chart
Johnson & Johnson (JNJ)	0.2	$961k		4.6k	206.95	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$956k	-2%	19k	49.90	View chart
Costco Wholesale Corporation (COST)	0.2	$944k		1.1k	862.73	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$937k	-2%	13k	74.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$917k		4.3k	211.80	View chart
Home Depot (HD)	0.2	$910k		2.6k	344.14	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$899k		6.0k	148.68	View chart
Eli Lilly & Co. (LLY)	0.1	$865k		805.00	1074.68	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$851k		2.8k	302.13	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$842k		12k	69.67	View chart
Us Bancorp Del Com New (USB)	0.1	$833k		16k	53.36	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$801k	-36%	3.6k	219.76	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$798k	+20%	12k	67.22	View chart
Citigroup Com New (C)	0.1	$723k		6.2k	116.70	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$723k		6.0k	120.96	View chart
Union Pacific Corporation (UNP)	0.1	$698k		3.0k	231.32	View chart
Bank of New York Mellon Corporation (BK)	0.1	$696k		6.0k	116.09	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$668k		6.7k	100.37	View chart
Bank of America Corporation (BAC)	0.1	$644k		12k	55.00	View chart
Cisco Systems (CSCO)	0.1	$642k		8.3k	77.03	View chart
Merck & Co (MRK)	0.1	$640k	-7%	6.1k	105.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$623k	-23%	3.3k	191.54	View chart
salesforce (CRM)	0.1	$587k		2.2k	264.92	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$570k		5.9k	96.88	View chart
Walt Disney Company (DIS)	0.1	$547k	-2%	4.8k	113.77	View chart
Netflix (NFLX)	0.1	$543k	+911%	5.8k	93.76	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$531k		1.2k	444.70	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$527k		4.0k	131.59	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$500k	+29%	2.5k	199.64	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$500k		6.1k	82.48	View chart
Altria (MO)	0.1	$492k		8.5k	57.66	View chart
Aon Shs Cl A (AON)	0.1	$491k		1.4k	352.88	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$462k		2.2k	212.10	View chart
Northrop Grumman Corporation (NOC)	0.1	$451k		791.00	570.33	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$438k		6.1k	71.62	View chart
Spdr Series Trust State Street Spd (SHM)	0.1	$433k	-3%	9.0k	47.99	View chart
Electronic Arts (EA)	0.1	$412k		2.0k	204.31	View chart
McDonald's Corporation (MCD)	0.1	$405k		1.3k	305.57	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$395k		12k	32.94	View chart
Teradyne (TER)	0.1	$391k		2.0k	193.56	View chart
Qualcomm (QCOM)	0.1	$388k		2.3k	171.06	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$387k		7.2k	53.83	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$386k		1.9k	204.83	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$384k		12k	32.57	View chart
Wal-Mart Stores (WMT)	0.1	$369k	-7%	3.3k	111.42	View chart
Starbucks Corporation (SBUX)	0.1	$363k		4.3k	84.21	View chart
Nike CL B (NKE)	0.1	$353k		5.5k	63.71	View chart
Mastercard Incorporated Cl A (MA)	0.1	$352k	-12%	616.00	570.61	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$345k	+35%	4.5k	76.23	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$342k	-6%	3.6k	93.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$332k		485.00	684.25	View chart
Fortune Brands (FBIN)	0.1	$328k		6.6k	50.02	View chart
Coca-Cola Company (KO)	0.1	$323k		4.6k	69.91	View chart
Thermo Fisher Scientific (TMO)	0.1	$315k		544.00	579.48	View chart
Abbott Laboratories (ABT)	0.1	$307k		2.5k	125.29	View chart
Honeywell International (HON)	0.1	$306k		1.6k	195.09	View chart
Allstate Corporation (ALL)	0.1	$305k		1.5k	208.15	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$303k		501.00	604.74	View chart
Verizon Communications (VZ)	0.1	$303k		7.4k	40.73	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.1	$302k		2.5k	120.20	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$301k		1.6k	190.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$300k	-15%	1.4k	210.38	View chart
Marathon Petroleum Corp (MPC)	0.0	$293k		1.8k	162.63	View chart
Listed Fds Tr Wahed Dow Jones (UMMA)	0.0	$288k	+5%	9.7k	29.61	View chart
Draftkings Com Cl A (DKNG)	0.0	$281k		8.2k	34.46	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$281k		3.7k	75.45	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.0	$280k		2.8k	101.01	View chart
Regions Financial Corporation (RF)	0.0	$273k		10k	27.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$271k	-11%	6.0k	45.51	View chart
Ea Series Trust Cambria Us Equal (USEW)	0.0	$266k	NEW	5.2k	50.76	View chart
Zevra Therapeutics Com New (ZVRA)	0.0	$260k		29k	8.96	View chart
Nextera Energy (NEE)	0.0	$254k		3.2k	80.28	View chart
Ameren Corporation (AEE)	0.0	$252k		2.5k	99.86	View chart
Emerson Electric (EMR)	0.0	$252k		1.9k	132.72	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$242k	+2%	517.00	468.42	View chart
Murphy Usa (MUSA)	0.0	$242k		600.00	403.52	View chart
Palantir Technologies Cl A (PLTR)	0.0	$242k	+6%	1.4k	177.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$241k	NEW	2.7k	89.47	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$241k		5.1k	46.81	View chart
HEICO Corporation (HEI)	0.0	$234k	-6%	723.00	323.63	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$233k	-17%	2.5k	92.44	View chart
United Parcel Service CL B (UPS)	0.0	$229k	NEW	2.3k	99.19	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$228k		4.2k	54.71	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$225k	-12%	2.0k	113.70	View chart
CSX Corporation (CSX)	0.0	$222k		6.1k	36.25	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$220k	-3%	4.3k	50.59	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$219k		8.3k	26.42	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$218k	-3%	3.6k	59.92	View chart
Ge Aerospace Com New (GE)	0.0	$218k		707.00	308.03	View chart
Domino's Pizza (DPZ)	0.0	$216k		518.00	416.82	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$213k		1.5k	141.18	View chart
Carvana Cl A (CVNA)	0.0	$211k	NEW	500.00	422.02	View chart
MercadoLibre (MELI)	0.0	$203k		101.00	2014.26	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$200k	NEW	2.4k	83.75	View chart

Past Filings by IFG Advisors

SEC 13F filings are viewable for IFG Advisors going back to 2019

IFG Advisors 2025 Q4 filed Jan. 13, 2026
IFG Advisors 2025 Q3 filed Nov. 6, 2025
IFG Advisors 2025 Q2 filed July 28, 2025
IFG Advisors 2025 Q1 filed April 8, 2025
IFG Advisors 2024 Q4 filed Feb. 5, 2025
IFG Advisors 2024 Q3 filed Oct. 18, 2024
IFG Advisors 2024 Q2 filed July 22, 2024
IFG Advisors 2024 Q1 filed April 24, 2024
IFG Advisors 2023 Q4 filed Jan. 29, 2024
IFG Advisors 2023 Q3 filed Oct. 31, 2023
IFG Advisors 2023 Q2 filed July 18, 2023
IFG Advisors 2023 Q1 filed April 28, 2023
IFG Advisors 2022 Q4 filed Jan. 31, 2023
IFG Advisors 2022 Q3 filed Nov. 2, 2022
IFG Advisors 2022 Q2 filed Aug. 1, 2022
IFG Advisors 2022 Q1 restated filed May 18, 2022

View all past filings

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